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Munitions Restocking

Munitions restocking covers the artillery, missiles, and propellant being replaced after inventories were drawn down faster than they could be built. Capacity expansion here is slow and capital intensive.

11 stocks

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
1976	SC SRB Corp Boston, Massachusetts	$206K	-$201K	1	0.03%	Reduced
1977	Conestoga Capital Advisors Wayne, Pennsylvania	$205K	$0	1	0.01%	Maintained
1978	DCM Dynamic Capital Management St. Helier, Jersey	$205K	-$3.23M	1	0.51%	Reduced
1979	SCA Strategic Capital Advisers Denver, Colorado	$203K	$0	1	0.2%	Maintained
1980	WAG Winthrop Advisory Group Boston, Massachusetts	$202K	-$9.17K	1	0.14%	Reduced
1981	CWM Cedar Wealth Management Walnut Creek, California	$201K	$0	1	0.12%	Maintained
1982	HS Huntington Steele Oaks, Pennsylvania	$200K	$0	1	0.05%	Maintained
1983	JFA JNBA Financial Advisors Bloomington, Minnesota	$199K	$0	4	0.04%	Maintained
1984	PCP Proficio Capital Partners Newton, Massachusetts	$198K	+$12.2K	6	0.06%	Increased
1985	AIS AlphaOne Investment Services West Chester, Pennsylvania	$195K	+$204K	1	0.05%	New
1986	PVH Psagot Value Holdings Tel Aviv, Israel	$192K	+$67K	1	0.01%	Increased
1987	FWM Focused Wealth Management Newburgh, New York	$188K	-$65.6K	2	0.06%	Reduced
1988	GAM Gemmer Asset Management Walnut Creek, California	$185K	-$22.8K	6	0.06%	Reduced
1989	MCA Mercer Capital Advisers Little Silver, New Jersey	$183K	$0	1	0.13%	Maintained
1990	GFP Gryphon Financial Partners Columbus, Ohio	$182K	-$89.5K	4	0.09%	Reduced
1991	AIC AWM Investment Company New York	$179K	$0	1	0.03%	Maintained
1992	WWMSC Wagner Wealth Management (South Carolina) Greenville, South Carolina	$177K	+$122K	2	0.13%	Increased
1993	HRC Hoertkorn Richard Charles	$172K	$0	1	0.11%	Maintained
1994	VCM Versant Capital Management Phoenix, Arizona	$169K	-$5.29K	7	0.07%	Reduced
1995	SIA SeaBridge Investment Advisors Summit, New Jersey	$168K	$0	1	0.04%	Maintained
1996	AIM Advantage Investment Management Cedar Rapids, Iowa	$167K	-$51.7K	2	0.06%	Reduced
1997	Harvest Fund Management Beijing, China	$167K	$0	1	0.03%	Maintained
1998	KA Kaizen Advisory Wheaton, Illinois	$167K	-$1.29M	3	0.17%	Reduced
1999	AIM Arcadia Investment Management Kalamazoo, Michigan	$163K	$0	3	0.05%	Maintained
2000	CPA Cowen Prime Advisors New York	$157K	$0	1	0.09%	Maintained